Olivia Herzog

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-01-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Marysville Municipal Pool	Marysville	OH	05/2016	08/2018
Ohio State University	Columbus	OH	10/2018	03/2020
Lowe's	Marysville	OH	05/2019	08/2019
Maurice's	Marysville	OH	06/2020	08/2020
Kroger	Columbus	OH	05/2020	04/2022
Hyre Personal Wealth Advisors	Upper Arlington	OH	06/2021	04/2022
Hyre Personal Wealth Advisors	Upper Arlington	OH	06/2021	01/2024
Ohio State University	Columbus	OH	08/2018	05/2022
Marysville Exempted Village School District	Marysville	OH	08/2005	05/2018
Raymond James Financial Services, Inc.	Columbus	OH	05/2021	01/2024
Raymond James Financial Services Advisors, Inc.	Columbus	OH	09/2022	01/2024
Corient	Columbus	OH	01/2024	Present
Corient Services Llc	Miami	FL	01/2024	Present

05/2016 → 08/2018

Marysville Municipal Pool

Marysville, OH
10/2018 → 03/2020

Ohio State University

Columbus, OH
05/2019 → 08/2019

Lowe's

Marysville, OH
06/2020 → 08/2020

Maurice's

Marysville, OH
05/2020 → 04/2022

Kroger

Columbus, OH
06/2021 → 04/2022

Hyre Personal Wealth Advisors

Upper Arlington, OH
06/2021 → 01/2024

Hyre Personal Wealth Advisors

Upper Arlington, OH
08/2018 → 05/2022

Ohio State University

Columbus, OH
08/2005 → 05/2018

Marysville Exempted Village School District

Marysville, OH
05/2021 → 01/2024

Raymond James Financial Services, Inc.

Columbus, OH
09/2022 → 01/2024

Raymond James Financial Services Advisors, Inc.

Columbus, OH
01/2024 → Present

Corient

Columbus, OH
01/2024 → Present

Corient Services Llc

Miami, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-05

Other Firms